Adding and managing Teams

Setting up teams streamlines the process of assigning members to projects, making it easier and more convenient. Teams also reflect collaboration across different departments or to improve reporting. Filtering by team is helpful when analyzing reports, evaluating team and project performance or approving timesheets. Teams do not replace departments; instead, they enhance how you group and filter resources throughout the platform. For more information on departments within Forecast, check out Adding and Managing Departments.

This article covers:

• Creating a team
• Viewing and updating teams
• Using teams within Forecast
• Related articles

Creating a team

Admins can create teams and add resources. Unlike departments, team members may belong to multiple teams.

To create a team

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click on Teams.
4. Click Create Team at the top right-hand corner of the page.
5. Enter the name of the team, select team members or use Search People to locate specific team members by name. There is no limit to the number of team members you can add to a team. 
   
   
6. Click Create.

Viewing and updating teams

Existing teams and their members are visible in the Teams page.  Update teams names and add or remove team members as needed. Your team members can belong to 1 or more teams, depending on how you decide to organize teams.

To view or change a team

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Teams.
4. Find the team in question. 
5. To change the Team Name, click into the team name field and adjust.
6. To add or remove team members, expand the team using the chevron icon.
7. Use the Add People dropdown to add new team members. 
8. To remove a team member, hover over the team member's row, then click the "X". 
   

To delete a team

If a team is no longer needed, it can be deleted. Deleting a team does not delete its team members from Forecast.

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Teams.
4. Click on the three-dots on the far right (next to the dropdown arrow).
5. Select Delete.
   
   

Using Teams within Forecast

Teams can be used throughout the Forecast platform pages.  Here are a few ways team can help improve your workflow:

• Create teams for easy project team assignment.  When a new project is created, add an entire team of users at once, instead of adding each user individually.
  
  
• Create teams based on Project Owners/ownership. Project Owners responsible for timesheet approval can apply the Teams filter selecting only "their teams" to reduce the list of submitted timesheets, ensuring they approve all time registrations for their specific team members. 
  
  
• Apply the Team filter in People Schedule to review allocations, task assignment and utilization for your specific team members.
  
  
• Use Team filtering in standard or advanced reporting to evaluate team and/or project performance.

Related articles

Adding a team or individuals to a project